Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$438,070
-$1,227 QoQ
Shares Held
1,786
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#793
of 1,214 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. NET ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,298 | $13,539,879 | |
| 2 | ORCL |
Oracle Corp
|
16,549 | $2,425,255 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,898 | $1,388,139 | |
| 4 | NTAP |
NetApp, Inc.
|
8,288 | $1,282,650 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,500 | $1,240,102 | |
| 6 | SNPS |
Synopsys Inc
|
1,496 | $667,320 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,663 | $567,116 | |
| 8 | AKAM |
Akamai Technologies Inc
|
4,566 | $539,746 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,070 | 1,786 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $439,297 | 2,129 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $420,915 | 2,135 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $495,917 | 2,311 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $514,641 | 2,628 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $284,091 | 2,521 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $266,184 | 2,472 | Shares | Defined | 2025-02-07 | |
| 2024-06-30 | $211,133 | 2,549 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $240,525 | 2,484 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $200,656 | 2,410 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||